Author

Alessandra Fagone

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Bio

Money Management Institute, the leading voice for global financial services organizations, held its annual conference earlier this month in Dallas, Texas. Attended by scores of financial services professionals from across the country, the conference’s focus was on how the industry can transform the client experience to deliver better outcomes, create competitive differentiation, and propel growth.…

It’s safe to say that 2017 was a banner year for the global asset management industry. A strong bull market sparked massive inflows and tremendous profitability. In North America alone, for example, assets under management increased 13 percent to $37.4 trillion, fueled in large part by a 14 percent surge in the United States. Meanwhile,…

At Morgan Stanley, things are starting to look decidedly different. Visit any of the multinational investment bank’s offices worldwide, and you’ll find a business-casual-clad workforce toiling away in vast, open plan workspaces that would have been inconceivable a generation ago. As wood-paneled walls get ripped out and replaced with glass partitions, the results are dramatic.…

The Summit for Asset Management (TSAM) wrapped up its London roadshow last month, and based on the conversations and sessions in which I participated discussing client reporting and communications, marketing and sales, data management, risk and performance, and more—it’s clear that the asset management industry is evolving rapidly. A recurring set of trends began to…

As the largest generational wealth transfer takes place right now (to the tune of $30 trillion), a new wave of millennial investors are queued up to adjust, re-invest, and transition their money in the manner that suits them. If that’s not daunting enough, consider the fact that a recent study finds that only 8% of…